FXO vs CARY
Comparison between FIRST TRUST FINANCIALS ALPHADEX FUND (FXO, ETF) and Angel Oak Income ETF (CARY, ETF).
FXO vs CARY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FXO
$1B
CARY
$1B
Expense Ratio
Winner
FXO
0.60%
CARY
0.79%
Max Drawdown
FXO
72.24%
Winner
CARY
1.68%
Sharpe Ratio
FXO
0.80
Winner
CARY
1.91
5Y Beta
FXO
0.93
Winner
CARY
0.02
P/E Ratio
FXO
10.58
CARY
N/A
Forward P/E
FXO
9.72
CARY
N/A
PEG Ratio
FXO
0.06
CARY
N/A
5Y Dividends CAGR
FXO
7.96%
CARY
N/A
5Y EPS CAGR
FXO
15.87%
CARY
N/A
Debt to Equity
FXO
54.77%
CARY
N/A
P/S Ratio
FXO
1.70
CARY
N/A
P/B Ratio
FXO
1.36
CARY
N/A
FXO vs CARY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FXO
+1.63%
CARY
+0.55%
3M
FXO
-3.19%
Winner
CARY
+0.75%
6M
Winner
FXO
+3.57%
CARY
+2.63%
1Y
Winner
FXO
+14.57%
CARY
+7.14%
5Y(CAGR)
FXO
+7.95%
CARY
N/A
10Y(CAGR)
FXO
+12.45%
CARY
N/A
Max(CAGR)
Winner
FXO
+8.02%
CARY
+6.22%
FXO vs CARY - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FXO | CARY |
|---|---|---|
| 2026 | -1.51% | +1.78% |
| 2025 | +13.88% | +7.69% |
| 2024 | +27.24% | -0.74% |
| 2023 | +9.08% | N/A |
| 2022 | -9.62% | N/A |
| 2021 | +39.47% | N/A |
| 2020 | +5.64% | N/A |
| 2019 | +26.07% | N/A |
| 2018 | -11.40% | N/A |
| 2017 | +17.18% | N/A |
| 2016 | +20.31% | N/A |
| 2015 | +1.29% | N/A |
| 2014 | +9.86% | N/A |
| 2013 | +36.94% | N/A |
| 2012 | +19.02% | N/A |
| 2011 | -8.70% | N/A |
| 2010 | +18.07% | N/A |
| 2009 | +30.70% | N/A |
| 2008 | -37.89% | N/A |
| 2007 | -20.20% | N/A |
FXO vs CARY Drawdown Comparison
The maximum drawdown for FXO was -71.30%, occurring on Mar 6, 2009. Recovery took 1480 trading sessions.
The maximum drawdown for CARY was -1.28%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current FXO drawdown is -3.90%. The current CARY drawdown is -0.04%.
| Rank | FXO | CARY |
|---|---|---|
| #1 | -71.30% May 24, 2007 - Apr 11, 2013 | -1.28% Mar 2, 2026 - Mar 27, 2026 |
| #2 | -48.55% Feb 20, 2020 - Dec 4, 2020 | -1.27% Dec 30, 2024 - Feb 14, 2025 |
| #3 | -28.81% Jan 11, 2022 - Mar 20, 2024 | -1.15% Apr 3, 2025 - May 30, 2025 |
| #4 | -21.48% Sep 20, 2018 - Jul 12, 2019 | -0.42% Oct 28, 2025 - Nov 25, 2025 |
| #5 | -21.35% Nov 25, 2024 - Aug 13, 2025 | -0.29% Jun 30, 2025 - Jul 21, 2025 |
| #6 | -19.26% Aug 10, 2015 - Aug 5, 2016 | -0.29% Mar 4, 2025 - Apr 1, 2025 |
| #7 | -11.72% Feb 6, 2026 - Mar 27, 2026 | -0.26% Jan 14, 2026 - Jan 23, 2026 |
| #8 | -9.66% Jan 26, 2018 - Aug 20, 2018 | -0.26% Nov 28, 2025 - Dec 16, 2025 |
| #9 | -9.32% Jun 1, 2021 - Aug 25, 2021 | -0.24% Dec 23, 2024 - Dec 30, 2024 |
| #10 | -9.12% Nov 3, 2021 - Jan 11, 2022 | -0.24% Sep 11, 2025 - Oct 1, 2025 |
| #11 | -8.14% Jul 31, 2024 - Aug 23, 2024 | -0.19% Feb 14, 2025 - Feb 21, 2025 |
| #12 | -8.13% Jul 24, 2019 - Nov 4, 2019 | -0.19% Oct 2, 2025 - Oct 14, 2025 |
| #13 | -7.51% Mar 28, 2024 - May 15, 2024 | -0.17% Jul 22, 2025 - Jul 29, 2025 |
| #14 | -7.20% Sep 2, 2014 - Oct 31, 2014 | -0.15% May 30, 2025 - Jun 10, 2025 |
| #15 | -7.14% Sep 19, 2025 - Dec 10, 2025 | -0.14% Apr 1, 2025 - Apr 3, 2025 |
Correlation
Correlation between FXO and CARY is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2007 - 2026)
FXO vs CARY dividend yield comparison.
| Year | FXO | CARY |
|---|---|---|
| 2026 | 0.79% | 1.67% |
| 2025 | 1.78% | 6.13% |
| 2024 | 1.97% | 0.42% |
| 2023 | 2.98% | 0.00% |
| 2022 | 2.49% | 0.00% |
| 2021 | 1.91% | 0.00% |
| 2020 | 2.60% | 0.00% |
| 2019 | 1.72% | 0.00% |
| 2018 | 2.60% | 0.00% |
| 2017 | 1.62% | 0.00% |
| 2016 | 1.35% | 0.00% |
| 2015 | 1.51% | 0.00% |
| 2014 | 1.54% | 0.00% |
| 2013 | 1.21% | 0.00% |
| 2012 | 1.88% | 0.00% |
| 2011 | 2.49% | 0.00% |
| 2010 | 1.27% | 0.00% |
| 2009 | 1.06% | 0.00% |
| 2008 | 2.35% | 0.00% |
| 2007 | 1.32% | 0.00% |
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